Finance Manager, M&A Supported Independence Channel

Corporate Finance Leadership Opportunity in Financial Services

Finance Manager, M&A Supported Independence Channel

Location(s) : 18700 N. Hayden Road, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type : Full time

Salary : $110,000 - $120,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include : health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page.

Summary :

The Finance Manager will play a critical role in providing financial insights for potential acquisitions primarily within the organization's Supported Independence W2 Employee Channel. This Finance Manager, M&A role involves close collaboration with business unit executives, and other stakeholders to drive strategic acquisition deal sourcing and evaluation, end-to-end due diligence, and deal structuring and execution.

Responsibilities :

• Partner with executive leadership to define and refine the firm's inorganic growth strategy, including target market identification and prioritization.
• Develop end-to-end due diligence workstreams and timelines across financial, operational, legal, and compliance functions.
• Oversee the development and maintenance acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.
• Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.
• Prepare and deliver high-impact presentations for executive committee, board of directors, and potential partners.
• Synthesize complex financial and strategic insights into clear, actionable recommendations.
• Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.
• Lead and develop a team of financial analysts providing mentorship, coaching and fostering a collaborative, high-performance culture.
• All other duties as assigned.

Education Requirements :

Basic Requirements :

Preferred Requirements :